TeraWulf: Turning Scarce Megawatts Into Contracted AI Cash Flows [Seeking Alpha]
TeraWulf Inc. (WULF)
Company Research
Source: Seeking Alpha
WULF's Q3 marks the start of recurring HPC lease revenue, with $7.2M recognized and a contracted pipeline extending into 2026, including major deals with Core42 and Fluidstack. The company secured $3.2B in green financing, backed by Google and robust lease economics, targeting high NOI margins (70–85%) on long-term contracts. I remain bullish as WULF's execution, contracted capacity, and political support position it to compound value, despite execution, power, and bitcoin-related risks. Eoneren/E+ via Getty Images Building The Bullish Thesis I'm bullish on TeraWulf ( WULF ) because the setup looks like a good mix of good assets and real demand. The macro tailwinds I think matter most are the ongoing surge in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar de
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WULF
News
- One Fund Just Bet $5 Million on This Bitcoin Infrastructure Play Beating the S&P 500 by 75 Points This Past Year [Yahoo! Finance]Yahoo! Finance
- TeraWulf and Fluidstack Announce Successful Pricing of Project Financing for 168 MW HPC Compute Joint VentureGlobeNewswire
- TeraWulf and Fluidstack joint venture plans $1.275B secured note offering [Yahoo! Finance]Yahoo! Finance
- 1 Key Catalyst Driving Today's 10% Plunge in TeraWulf [Yahoo! Finance]Yahoo! Finance
- Terawulf (WULF) Loses 12.8% on AI Concerns, Bitcoin Fall [Yahoo! Finance]Yahoo! Finance
WULF
Earnings
- 11/10/25 - Miss
WULF
Sec Filings
- 12/18/25 - Form 8-K
- 12/18/25 - Form 8-K
- 12/18/25 - Form 8-K
- WULF's page on the SEC website